Case Study: Hibbs-Hallmark (Susan Ariza, Account Manager)

The Challenge

Hibbs-Hallmark, a well-established insurance agency specializing in daycare insurance, faced significant challenges in the recent hard market. Traditional processes for securing quotes had become more complex, often requiring extensive documentation and preparation that could consume most of the day for each client. Delays from traditional wholesalers were also common, sometimes taking several days to deliver quotes or even to provide a personalized response, and many wholesalers have recently pulled out of the daycare space alltogether. For an agency committed to responsive service, these obstacles hindered both productivity and client satisfaction.

The Solution

Hibbs-Hallmark Account Manager Susan Ariza took the lead in adopting QuoteWell to help the agency reduce submission times, improve quote turnaround, and streamline client communications. Recognizing the value of QuoteWell’s intuitive online platform, Susan and her team began submitting and tracking applications, with responses typically arriving within a day—a significant improvement from their previous experience. QuoteWell also provided competitive quotes with essential coverage options like sexual abuse and molestation liability, which are critical for daycare clients but often limited among traditional carriers.

“We’re extremely pleased with QuoteWell’s responsiveness. The quick, consistent follow-up and faster turnaround times have reduced our stress levels and helped us maintain strong client relationships,” Susan Ariza explained, reflecting on the positive impact of this collaboration.

Outcome/Benefit for Hibbs-Hallmark

Through its collaboration with QuoteWell, Hibbs-Hallmark has realized significant gains in efficiency and client satisfaction.

Key outcomes include:

• Enhanced Operational Efficiency: Hibbs-Hallmark’s team spends less time on administrative tasks, allowing them to focus on client relationships and new business opportunities.
• Improved Client Satisfaction: Faster quote responses mean Hibbs-Hallmark can deliver timely information to clients, fostering trust and loyalty.
• Streamlined Submission Process: QuoteWell’s platform and customer support simplify the submission process, helping Hibbs-Hallmark overcome the challenges of the hard market without additional strain on their team.

The partnership with QuoteWell has proven instrumental in supporting Hibbs-Hallmark’s growth and reinforcing their reputation as a reliable insurance provider for daycare facilities.